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Inherit Custom Fiscal Years from Salesforce
If your company uses a custom fiscal year, and has defined the custom fiscal year in Salesforce, then CRM Analytics can inherit the custom fiscal year definition from Salesforce. Once inherited, the custom fiscal year is available for use throughout CRM Analytics. For example, a dashboard filter can return opportunities from this fiscal quarter.
Before inheriting a custom fiscal year from Salesforce, you must define one in Salesforce Setup. If you have already defined one or more custom fiscal years in Salesforce, then you are ready for CRM Analytics to inherit custom fiscal years.
To learn how to define a custom fiscal year in Salesforce, see Define your Fiscal Year.
To learn how to turn on custom fiscal year inheritance for CRM Analytics, see
Enable Custom Fiscal Year Support.
To learn about the new fields CRM Analytics generates for each date field, see Handle Date Values.
- Custom Fiscal Years Inheritance Troubleshooting and Considerations
When you inherit custom fiscal year settings from Salesforce to CRM Analytics, use these tips for troubleshooting and keep these considerations in mind.
